If you are looking for some quick and easy steps to get you set up for success in Command, complete the items on the checklist below:
Complete Profiles | ||
My Profile | ||
Marketing Profile | ||
Referrals Profile | ||
Establish Database | ||
Download Command App | ||
Import Phone Contacts | ||
Import database on desktop | ||
Make a Plan For Communication | ||
Create tags and add them to your Contacts | ||
Add a SmartPlan from the library (MNN, 8x8, QCP, etc.) or create a new SmartPlan to keep in touch with Contacts |
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Launch Database on SmartPlans | ||
Establish Online Presence | ||
Agent Site | ||
KW App | ||
Create your first paid ad | ||
Customize Opportunities Pipeline | ||
Customize your task checklists | ||
Customize stages to match your workflow |
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